We Specialize In Financial And Estate Planning
For Individuals And Families

We focus on

With a long view to preserving our client’s financial well being, we provide general consulting services with the focus on facilitating, coordinating, implementing, and executing both trust and estate planning for individuals and families. Uintah Consulting also oversees investments and insurance products to ensure you are aligned with the best products and services to meet your needs, and that all products and services are fairly priced.

More specifically, the services of Uintah Consulting include:

  • Review, facilitate and implement the management of: Trusts and estate planning,Trustee services and Foundations/philanthropy.
  • Financial planning with a focus on retirement and life insurance planning.
  • Investment review and supervisory services, including cash flow modeling, risk/return analysis and assessment of the adequacy of investments and their ability to fulfill retirement/other planning objectives as well as fairness of pricing.
  • Integration and coordination of the above mentioned services with your family’s accountants, attorneys, bank and investment advisors and other professionals as appropriate.
  • Assessment of life insurance needs and review of life insurance products to ensure our clients are aligned with the right products at the right price. This is done individually in the context of planning and for business succession purposes in support of buy-sell agreements.
  • Organization and management of hobby or non-operating businesses
  • Facilitation of real estate services as follows: Sales/purchases,Review/cleanup of preliminary title exceptions, Management,Insurance/Taxes and Lease negotiations/management.
  • Management of quarterly income tax payments.
  • Bill pay, account reconciliations, compilation, and consolidation of reporting for tax purposes.
  • Wealth leverage management: New loans/lines, Refinancing, Interest rate management through swaps/forwards, Ongoing monitoring and covenant compliance and Deleveraging.
  • Business succession planning. Review or implementation of buy-sell agreements, and assessment of adequacy of key-man life insurance.
  • Coordinate real asset and liability insurance reviews for adequacy.


We’re Your Independent Financial Partner.

Because we’re fully independent, we are your trusted ally as you face the many external forces that threaten your financial stability.

Uintah Consulting is dedicated to providing integrated wealth planning and financial solutions for individuals and families. We collaborate with your other advisors and provide and oversee financial services to ensure every one of your unique needs are met.

We are not “assigned” to our clients as is the case at large financial institutions. We believe in building relationships with our select clients so we may better understand the intricacy of your financial needs and strategy.

With significant experience in wealth management, we are intimately familiar with the spectrum of available financial products and services. Because of this, we have the unique ability to align your needs accordingly, and to do so in a cost efficient manner.

With an allegiance focused solely on you, Uintah Consulting will collaborate and work with your attorneys, accountants and investment firms to bridge the financial gap inherent in having several different advisors. Because Uintah Consulting is independent, there are no policies, regulations, procedures, or sales goals that drive the services and recommendations we provide. The considerations we present are truly product-neutral.